Hi We are after a web store, which will have recurring payments, stock, and delivery records of products etc, customer login, staff login, restrictions, entry checks, Some of the work is done in Ruby on Rails and MySql. You are required to take over the project. IT is sort of web based software. More details are written in the document attached
Customer and Payments
Sales consultant goes to field (Door to Door), fills the sale form for customers
- Data Entry of Sales by CSR in software
- Attaching scanned copy of Application form with each customer’s sale
- We assign the unique key to customer which is derived from the customer sign up date for example customer signup on 16/01/2015, the unique customer ref no will be 150116-10, 10 is the 10th sale on that date/day.
- Customer pays $5 per month as monthly account charges till outstanding balance which doesn’t affect the total purchase price of a customer.
- Customer can buy either single/multiple products with individual prices, or can opt for combo (multiple products having one price) products. Delivery may be full at one time, or progressive like one product at 4 payments, second at 6 payments and third at 8 payments and so on.
- Customer pays the amount through Direct debit in instalments either weekly, fortnightly, monthly or on fixed dates, It is recurring payments and the delivery of goods only happens after specified number of payments (Expected Delivery Date)
- Customer will have one customer account; can have multiple Purchase plans while only one Purchase plan will be active at any point of time. Customer account should have total purchase amount of all sales, total paid, total declined, default charges
- Customer can have multiple sales and each sale will have its own status and delivery time
- Customer can increase or decrease the payment amount at any point of time where 60 weeks is the maximum term for any customer from the change date.
- Outstanding Balance will be affected by the payment amount of customer and hence affects the total term to pay the Total Purchase amount
- Customer can cancel order/sale within 7 days of Sign up
- Cancellation fees will be charged after Cancellation period and will be calculated separately
- Notes to be recorded against each conversation made by customer
- History to be saved for any changes made in a customer account
- For any payment that is defaulted, a default fee (x amount) is charged which is calculated separately. Default payment will increase the delivery time as well. (Actual Delivery date)
- Option to waive off Default fees and Cancellation charges. Also, customer to receive text/email on their mobile when having a defaulted/declined payment.
Users and User Roles –
- We have customer who can view their account information,
- We can assign the customers to sales consultant for to do list,
- CSR will have different option ,
- managers/admin will have different options
- super admin will have all the options
- On daily basis, at EOD, payments due out that day is downloaded in CSV format and is uploaded to the bank’s software for Direct debits
- On daily basis, morning, we download payments in CSV format that were declined from bank and upload in the software.
- Date range report for the sales done according to format
- Need report according to customer status, sales status, delivery status etc
- Dashboard that should show how much success, decline(in details) rates.
- Report for customer no of successful payments and amount, no of declined payments and amount
- Report that will give us the delivery to be done in coming week, fortnight or month.
- More according to further requirements
- We sent letters to customers for payment declined, Reposition Letter, Different levels of letters
As discussed above, delivery of products happens when we receive minimum required payments, report should give this information accordingly.
Delivery person scans the product code and deliver the product either personally or by courier, we should record this information in software.
CSR also confirm the delivery by marking the date confirmed and when to be delivered
Updating the delivery on each sale and the status of delivery will be Pending, Partial or Full for a sale
Products that are delivered sometimes are returned to company in case of any technical faults,
We need to record the information of Returned goods with Returned date, fault/issue, who will fix, time to fix etc.
Close the query after the solution or repaired is done and product is sent back to customer. if under warranty and no physical damage no charges apply, if not then charges apply and added to the account.
We should be able to record the products information using supplier and bills information , and add the stock using bill information ,one bill from one supplier can have multiple products which can be added into stock, The scan copy of the bill is also saved in the system.
Should be able to know about the current stock and total cost of product, and category wise also
Should be able to generate report and need to buy this much of products for the period
Should be able to add the incoming and outgoing amount to calculate current balance amount
21 pekerja bebas membida secara purata $682 untuk pekerjaan ini
hi we could do it perfectly with accuracy, please let us know if you want to clarify in details.. if you want us to share our skill and previous work please initiate the chat by replying..